Daniel Kruper is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds the Series 66 designation and has worked at several firms including Citizens Securities, Inc., PINNACLE Financial Strategies, and 3Rivers Financial. Outside of advising, he is co-owner of 3Rivers Financial and owner of Kruper Wealth Management, LLC. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages over $212 billion in client assets. The firm offers a broad range of advisory support, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Bradley Shermeto is a CFP® professional with one year of industry experience, currently with Carson Wealth in Pittsburgh, PA. Prior to joining Carson Wealth and its affiliated entity CWM, LLC in 2025, he worked for Louis Plung & Company for six years and Technip FMC for one year. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services supported by a centrally managed Investment Committee.

Michael Alder is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and five years of industry experience. He has worked at Park Avenue Securities since 2021 and has been with Guardian Life Insurance Company since 2014. Outside of his advisory role, he is a member of the Swissvale Recreation Board and the Swissvale Zoning Board of Adjustments, and he manages a small commercial cleaning business. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

Timothy Augustine is a CFP® with 33 years of experience in the financial services industry. He is currently with Cetera Planning Partners and has a history with firms including Stratos Wealth Advisors, Purshe Kaplan Sterling Investments, and Raymond James Financial Services. He is also an owner of Gierl Augustine & Associates, LLC, which provides insurance sales and tax preparation services. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified allocations using mutual funds and ETFs, and provides ancillary services such as tax planning, bookkeeping, and estate planning through affiliated providers.

Seth Silverman is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2016. He serves as chairman of the board of directors for St Margaret's Foundation in Pittsburgh, which assists hospital patients with essential needs not covered by insurance. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing around $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering financial planning, brokerage services, and multiple advisory programs.

Brendan Ward is a financial advisor with Commonwealth Financial Network in Pittsburgh, PA, holding a Series 66 designation and 15 years of industry experience. He has been with Commonwealth and Wealth Management Partners, LLC since 2011. His other business activities include fixed insurance sales conducted under Wealth Management Partners, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operations, technology, investment management, and compliance support while allowing advisors discretion in constructing client portfolios.

George Orr III is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 38 years of industry experience. He has been with Janney Montgomery Scott since 1997 in various capacities. Outside of his advisory role, Orr serves as a board member for C3 Compassion, a charitable organization addressing childhood poverty, and is involved in several non-compensated healthcare governance roles at Heritage Valley Health System, including patient safety, medical group, institutional review board, and board of directors committees. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Galen Greiner is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2009. Prior to that, he was employed at Janney Montgomery Scott and Parker/Hunter Incorporated. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, using both discretionary and non-discretionary approaches.

Michael Flynn is a financial advisor at Citizens Securities, Inc. in Allison Park, PA, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Foundations Investment Advisors LLC, and Secure Money Advisors among other firms. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program using proprietary algorithms and manages both discretionary and non-discretionary accounts.

Cole Lewis is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding a Series 66 license and four years of industry experience. He has worked at multiple firms, including PNC Investments LLC and IC Advisory Services, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm's approach uses algorithm-driven risk assessments and delegated portfolio management with mutual funds and ETFs.

Kimberly Weidner is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and invests via mutual funds and ETFs managed by PNC or third-party strategists.

David Zabela is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds Series 66 and Series 63 licenses. His career includes roles at Fort Pitt Capital Group, Key Investment Services, TD Ameritrade, Scottrade, and Fidelity. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees, which utilizes algorithm-driven risk assessment and approved model strategies implemented via mutual funds and ETFs.

Dominique Johnson is a financial advisor at PNC Wealth Management with five years of industry experience. He holds a Series 66 designation and has worked previously at Citizens Securities, Bank of America, Merrill Lynch, and several other firms. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments to recommend investment strategies implemented via mutual funds and ETFs.

Brian Smith is a CFP® with 32 years of experience in the financial industry, currently affiliated with Guardian Life and its subsidiary Park Avenue Securities. He has spent the entirety of his career at Guardian Life and Park Avenue Securities, with overlapping roles dating back to 1994. Outside of his advisory duties, Smith serves as a board member for the Andrew C. Virostek Foundation and Lifetime Financial Growth and is involved in limited legal drafting of wills. Park Avenue Securities, part of Guardian Life, provides brokerage and advisory services to individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and specialized investment solutions.

Daniel Brady is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Thermo Fisher Scientific and Dick's Sporting Goods. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management, overseen by an internal Investment Committee.

Zoe Wiest is a financial advisor with Stratos Wealth Partners, Ltd. She holds a Series 66 designation and has 20 years of industry experience. Her prior firms include Ameriprise and LPL Financial, where she has also been affiliated since 2015. Outside of advisory work, she is a commissioned notary public. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven, open-architecture model that integrates multiple third-party platforms and offers a range of portfolio management and financial planning services.

John Soika Jr. is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Valic Financial Advisors since 1998 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Daniel Gleyze is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds Series 63 and Series 65 licenses. Before joining Janney Montgomery Scott, he worked at Ernst & Young for three years. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

William Gorman is a financial advisor with Guardian Life, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has been with Guardian Life since 1992 and has also worked with Luttner Financial Group Ltd. since 1992. Guardian Life's subsidiary, Park Avenue Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses by offering brokerage and investment advisory services through a combination of advisor-led discretionary management and model-based strategies across proprietary and third-party platforms.

Walter Scheide Jr. is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at PNC Investments, LLC since 2016 and previously spent one year with J.J.B. Hilliard, W.L. Lyons, LLC. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven portfolio strategies implemented via mutual funds and ETFs with annual rebalancing.